Michael manages the day-to-day operations of Empire, overseeing the delivery of our strategic advice process.
Strategy and Service Delivery
Michael has oversight of the team delivering research and financial modelling for new clients introduced to our company, as well as managing our team of dedicated Account Managers. He guides them through the implementation of strategic advice, incorporating superannuation, self-managed superannuation, GESB West State and Gold State, UK Pensions, estate planning and insurance recommendations. Michael also oversees many of our compliance and regulatory requirements and is a Responsible Manager on our Australian Financial Services Licence, EFG Advice Australia.
Experience Counts
Commencing his career as a Technical Adviser in one of Perth’s largest financial services companies in 2008, Michael’s experience in over a decade and a half in financial planning has covered the entire end to end financial advice process. This includes strategy development and implementation, managing and advising a broad portfolio of clients to implementing policy and compliance requirements. Michael now also has a seat on the Empire Investment Committee, responsible for the management of significant client portfolios.
Qualifications
After completing his Bachelor of Science (Actuarial Science) at Curtin University, he immediately enrolled in and completed his Masters in Financial Planning also at Curtin. Demonstrating Michael’s drive for continual education, he has also completed a Graduate Certificate of Policy and Development at Murdoch University.